Lou Whiteman
👤 SpeakerVoice Profile Active
This person's voice can be automatically recognized across podcast episodes using AI voice matching.
Appearances Over Time
Podcast Appearances
If this was Uncle Warren, and as we said, I don't know if it's Uncle Warren anymore, but you got Americana, you got Cherry Coke, what do you do?
You sit down and watch a good old-fashioned American movie with that.
I think it's a little bit of a stretch, but what about Disney?
It's about a $200 billion market cap, $230 or so.
Yeah.
That just feels like Americana Assets hasn't done anything for a decade or so.
It's not really out of favor.
I don't think that would ever happen.
I don't think as a Berkshire holder I want it to happen.
But look, the paradox that Greg Abel is facing is that what can you do?
that moves the needle.
Maybe it is just zero-day options all the way to infinity.
But I think if you really want to buy something outright, why not go big and actually get into a new vertical and actually try and get something that can have growth?
I have no idea, but why not?
Buy Disney.
I think you'd say that about a lot of companies, there are downsides to not being public too.
But yeah, in general, the quarterly grind is tough.
It's not going to happen, but how fun would that be to have the House of Mouse in Omaha every year?
I'll take the other side of that trade.
Right now, the issue with Paramount is, it's a second-tier, zero-pricing power streaming service in a tough environment.